Legrand Redfield, financial advisor Stamford CT
96 score

Legrand Redfield

CRD Number: 865752
Current Firm: Asset Management Group, Inc.

Legrand Redfield (CRD# 865752) is an Investment Advisor Representative working at Asset Management Group, Inc. in Stamford, CT and has over 29 years of experience in the finance industry. Legrand Redfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Nat Prentice, financial advisor Stamford CT
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Seaver Wang, financial advisor Stamford CT
Seaver T. Wang
CRD# 4643543
Karagosian Financial Services, Inc.
Score
104
Similar Advisors
John Henry Hug, financial advisor Stamford CT
John Henry Hug
CRD# 3114010
Ubs Financial Services Inc.
Score
103
Professional Designations
Company Name Location Dates Years
The Leaders Group Inc. Littleton, CO Sep 2013 - Current 3
Asset Management Group, Inc. Stamford, CT Apr 1983 - Current 33
Leigh Baldwin & Company, LLC Cazenovia, NY Mar 2013 - Sep 2013 < 1
Symetra Investment Services, Inc. Norwalk, CT May 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Legrand S. Redfield
Phone Number: 203-964-8300
Registered State(s):
  • CT
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
    347
    MILLIONS
  • Total Number of Accounts
    1,422
    ACCOUNTS
  • Average Account Value
    $243,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, NY, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Legrand Redfield and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.